Structured Opportunity Tracking in Current Pipeline PPT


This PPT slide, part of the 19-slide Account Management Templates PowerPoint presentation, titled "Current Pipeline" outlines a structured approach to tracking opportunities through various stages of development. It employs a funnel diagram to visually represent the progression from initial identification to closure. The stages are clearly defined: Identified, Contacted, Qualified, Developed, and Closed, indicating a systematic flow of potential initiatives.

In the first stage, "Identified," opportunities are recognized, but not yet engaged. As one moves down the funnel, the stages reflect increasing levels of engagement and qualification. The "Contacted" stage suggests outreach efforts have commenced, while "Qualified" indicates that opportunities have been vetted for viability. The "Developed" stage likely involves deeper discussions or proposals, leading to the final "Closed" stage, where outcomes are recorded as either won, lost, or not applicable.

The right-hand column lists specific opportunities or initiatives, with an example provided for the CMO's office implementation. Each entry includes a date, which likely marks when the opportunity was last updated or when a significant action took place. This structured approach allows for clear tracking of progress and accountability within the pipeline.

The slide serves as a practical tool for executives looking to manage their sales or project initiatives effectively. It emphasizes the importance of each stage in the pipeline and provides a framework for assessing the status of various opportunities. By utilizing this template, organizations can ensure they maintain focus on critical initiatives while systematically moving them toward closure.



This slide is part of the Account Management Templates PowerPoint presentation.

These templates are created by former McKinsey, BCG, Deloitte, EY, and Capgemini consultants and are the same used by MBB, Big 4, and Fortune 100 companies when performing Strategic Account Planning & Management.

Download the Full Presentation


EXPLORE MORE SLIDES FROM THIS PRESENTATION


EXPLORE MORE PRESENTATIONS ON

Sales Account Management

Are you familiar with Flevy? We are you shortcut to immediate value.
Flevy provides business best practices—the same as those produced by top-tier consulting firms and used by Fortune 100 companies. Our best practice business frameworks, financial models, and templates are of the same caliber as those produced by top-tier management consulting firms, like McKinsey, BCG, Bain, Deloitte, and Accenture. Most were developed by seasoned executives and consultants with 20+ years of experience.

Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab



Flevy is the world's largest knowledge base of best practices.


Leverage the Experience of Experts.

Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.

Download Immediately and Use.

Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.

Save Time, Effort, and Money.

Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.




Read Customer Testimonials



Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more.